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Incapacity in more depth – Issues that affect us all paper

Published on 18 Jul 19 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This paper covers:

  • capacity, what is it? 
  • different tests for legal capacity
  • who is responsible for detection of capacity?
  • powers of attorney and undue influence 
  • practical tests to apply to reduce risks
  • conflict scenarios 
  • case study
  • take-away points.

Author profile

Michele Davis
- Current at

 

This was presented at 2019 Death...and Taxes Symposium .

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Incapacity in more depth – Issues that affect us all

Author(s):  Michele Davis

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Australian Tax Office

Author(s):  Danijela Jablanovic

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